MORGAN LEE DESALVO is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with CBIZ INVESTMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 2018-12-19 | present | Yes |
| SEQUOIA FINANCIAL ADVISORS, L.L.C. | 2015-11-06 | 2018-12-31 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2011-10-05 | 2015-10-26 | — |
| STRATEGIC ADVISERS LLC | 2010-09-03 | 2011-09-20 | — |
| MSI FINANCIAL SERVICES, INC. | 2006-06-26 | 2009-07-07 | — |